Albertsons Companies (ACI) Slid Amid Multiple Headwinds
Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its “Partners Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Cerberus Capital Management Stephen Feinberg | 151,818,680 | $2,054,106,740 | 98.02% | |
| 2. | Southeastern Asset Management Mason Hawkins | 8,636,262 | $116,848,625 | +17% | 6.09% |
| 3. | AQR Capital Management Cliff Asness | 7,320,324 | $97,433,517 | +23% | 0.03% |
| 4. | Citadel Investment Group Ken Griffin | 6,554,442 | $88,681,600 | -46% | 0.01% |
| 5. | Millennium Management Israel Englander | 6,350,699 | $85,924,957 | +1658% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.48 | 9,000 | $103,320.00 | 567,051 | 2026-07-31 | Filing | |
| $11.38 | 19,132 | $217,664.76 | 1,092,956 | 2026-07-28 | Filing | |
| $11.46 | 20,277 | $232,273.04 | 1,073,824 | 2026-07-28 | Filing | |
| $11.51 | 170,500 | $1,962,284.50 | 308,946 | 2026-07-27 | Filing | |
| $16.00 | 2,500 | $40,000.00 | 2,500 | 2020-06-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.03 | 19,363 | $310,388.89 | 25,241 | 2026-05-06 | Filing | |
| $16.02 | 8,665 | $138,813.30 | 44,604 | 2026-05-06 | Filing | |
| $16.01 | 16,335 | $261,523.35 | 53,269 | 2026-05-06 | Filing | |
| $16.55 | 200 | $3,309.00 | 0 | 2026-04-29 | Filing | |
| $16.54 | 612 | $10,122.48 | 200 | 2026-04-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 43,050,858 | $582,478,103 | 0.01% | |
| 2. | 18,483,179 | $250,077,412 | 0.01% | |
| 3. | 17,091,758 | $231,251,486 | 0.02% | |
| 4. | 16,125,936 | $218,179,866 | 0.04% | |
| 5. | 15,724,395 | $212,751,064 | 0% |